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WealthTech25: Ameriprise Economist Details Current Economic Trends and Their Impact...

9/30/2025

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Russell Price, Chief Economist at Ameriprise Financial, stopped by the Studio Lounge to share highlights from his conference keynote session on "Navigating the Current Market & Investment Climate."

Specifically, Russell covered an economic overview, focusing on market conditions and consumer financial health. He analyzed inflation trends and recent CPI data, along with the effects of tariffs on the economy.

Russell also talked about recent interest rate cuts by the Federal Reserve, particularly their impact on today's home buying and lending activities.

Lastly, he discussed the job market slowdown in growth, and implications for credit unions, presenting a more positive economic outlook than what's being currently reported.

Check it out when you get a chance and let us know your thoughts. And be sure to watch more of our Studio Lounge episodes on our WealthTech Connect archive page, as well as check out our sponsor/host TAPP Engine.

WealthTech25: Carefull's Todd Wascom Shares Organization's Vital Mission to Fight Elder Fraud...

9/30/2025

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Todd Wascom, Vice President of Sales at Carefull, joined us in the Studio Lounge to discuss his organization's mission to help protect 55+ customers from the latest fraud and scams, while driving wallet consolidation and cultivating the next generation of customers and members.

Specifically, Todd focused on seniors' vulnerability to financial fraud due to cognitive decline. He introduced tools like ScamCheck to educate users about scams and discusses the importance of trusted contacts for families.

He also touched on global human trafficking issues, emphasizing the need for awareness in this area -- as well as sharing Carefull's growth plans and outreach efforts to credit unions to enhance senior safety today.

Check it out when you get a chance and let us know your thoughts. And be sure to watch more of our Studio Lounge episodes on our WealthTech Connect archive page, as well as check out our sponsor/host TAPP Engine.

WealthTech25: Desert Financial's Fadel Talks Addressing Diverse Member Needs Via Financial Wellbeing...

9/30/2025

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Josh Fadel, Managing Director, DFWM | Investment Executive, RJFS at Desert Financial Wealth Management, stopped by the Studio Lounge to share highlights from both his conference panel sessions: "Observations and Opportunities to Better Serve Broader Member Segments" and "The WealthTech Playbook: Strategies that Deliver Results."

In particular, Josh shared insights on wealth management, stressing the importance of credit unions in addressing diverse member needs through financial wellbeing and literacy.

He also highlighted engagement strategies like targeted marketing and pilot programs to enhance member connections, adding that the integration of wealth tech into credit union strategies is crucial for offering comprehensive services, while future conferences are expected to broaden the scope of financial topics beyond traditional investing.

Check it out when you get a chance and let us know your thoughts. And be sure to watch more of our Studio Lounge episodes on our WealthTech Connect archive page, as well as check out our sponsor/host TAPP Engine.

WealthTech25: Eko's Mart Vos Talks Investment Inclusivity to Spur Younger Members...

9/28/2025

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Mart Vos, CEO at Eko, stopped by the Studio Lounge to discuss highlights from his conference session on "The Investment Journey of a Gen-Z and Millennials."

Mart talked about how Eko enables credit unions to offer investment opportunities starting at $10, promoting inclusivity. He added that wealth tech conferences are vital as credit unions need to engage more and more in investment discussions.

Mart also addressed the rise of younger investors being linked to today's more accessible investing platforms. Eko's strategy, however, focuses on digital banking integration and marketing support that enhances member experiences and attracting new and younger members.

Check it out when you get a chance and let us know your thoughts. And be sure to watch more of our Studio Lounge episodes on our WealthTech Connect archive page, as well as check out our sponsor/host TAPP Engine.

WealthTech25: Affinity Plus' Kotchi Prosper Shares Opportunties to Better Serve Younger Member Segments...

9/28/2025

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Kotchi Prosper, Director of Investment and Retirement Services at Affinity Plus Federal Credit Union, joined us in the Studio Lounge to discuss his panel session appearance on "Observations and Opportunities to Better Serve Broader Member Segments."

In particular, Kotchi shared observations and trends within Affinity Plus that illuminate the need for wealth tech platforms and solutions designed to broader segments of membership.

He discussed how they positioned his credit union to support, champion, and invest in the solutions necessary to broaden member penetration and deepen membership relationships with the credit union.

Kotchi also focused on financial literacy, aiming to educate younger individuals about investing and achieving financial independence via his regular classroom engagements, sharing trading simulations and generational wealth best practices, emphasizing the need for financial education to empower future generations.

Check it out when you get a chance and let us know your thoughts. And be sure to watch more of our Studio Lounge episodes on our WealthTech Connect archive page, as well as check out our sponsor/host TAPP Engine.

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